Social context

1. Click on Sessions.

2. Click on the patient session.

3. Capturing Social Discussion in Your Notes

To include social context in your clinical notes, add a prompt like the one below:

• Social context: "Summarize recent personal and family changes, hobbies, travel, and community involvement discussed during the consultation."

If you’d like more detailed information, consider using a more specific version:

• Social context: "Document in detail recent personal and family changes, hobbies, travel, and community involvement discussed during the consultation."

For best results, we recommend adding this prompt to both your initial and follow-up templates to capture the full scope of social factors.

4. Click on Submit.

5. Click on the new generated version.

6. You should see details about the patient's recent personal, family changes, hobbies, travel and community involvement discussed during their consultation.

7. Select Follow Up as we suggest adding this to both the initial and follow-up prompts.

8. Click on Mark as complete.